Legacy Wealth Asset Management, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on V, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 2,479 V shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 2,479 sharesChange vs previous 13F -3,932 shares
0.2% of the 13F portfolio, value $890,803.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 6,411 sharesChange vs previous 13F +35 shares
0.48% of the 13F portfolio, value $2,199,566.
13F-HR 0001846151-26-000003 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,376 sharesChange vs previous 13F +179 shares
0.47% of the 13F portfolio, value $1,927,089.
13F-HR 0001846151-26-000002 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,197 sharesChange vs previous 13F +254 shares
0.53% of the 13F portfolio, value $2,173,350.
13F-HR 0001846151-26-000001 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,943 sharesChange vs previous 13F -172 shares
0.49% of the 13F portfolio, value $2,028,821.
13F-HR 0001085146-25-005936 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,115 sharesChange vs previous 13F -412 shares
0.55% of the 13F portfolio, value $2,171,131.
13F-HR 0001085146-25-004314 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,527 sharesChange vs previous 13F -211 shares
0.63% of the 13F portfolio, value $2,287,452.
13F-HR 0001085146-25-001937 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,738 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $2,129,478.
13F-HR 0001085146-25-000198 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).